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Group Notes

It would be great to be able to add a GROUP NOTE. That is create a specific note and include it in the time line of multiple contacts.

Thanks, John

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  • Andrew Shaw commented  ·   ·  Report

    Assuming that this would enable you to update the Stay in Touch reminder as well - I agree! If sending out a mailshot to a bunch of contacts, for example, you then need the facility to update their contact history in one go.

    The use case might be as follows:

    - use tag to identify all contacts meeting certain criteria
    - select all
    - create a note (eg. January Newsletter) and check a Stay in Touch reminder box
    - click Save to update all contacts

    How do we get more votes on this? It's a no-brainer!!!

    Thanks, Andrew

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